ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$183K ﹤0.01%
19,223
602
$180K ﹤0.01%
+16,405
603
$175K ﹤0.01%
+23,312
604
$167K ﹤0.01%
+3,237
605
$166K ﹤0.01%
+17,535
606
$165K ﹤0.01%
+18,505
607
$164K ﹤0.01%
8,082
-1,271
608
$164K ﹤0.01%
11,594
609
$162K ﹤0.01%
+879
610
$161K ﹤0.01%
+160,588
611
$158K ﹤0.01%
+12,605
612
$156K ﹤0.01%
+10,234
613
$153K ﹤0.01%
+10,272
614
$148K ﹤0.01%
+3,656
615
$147K ﹤0.01%
17,548
-38,158
616
$142K ﹤0.01%
1,091
617
$141K ﹤0.01%
+56,348
618
$134K ﹤0.01%
10,066
-669
619
$133K ﹤0.01%
+10,158
620
$122K ﹤0.01%
10,949
621
$117K ﹤0.01%
+1,299
622
$112K ﹤0.01%
+14,543
623
$110K ﹤0.01%
39,646
-46,101
624
$103K ﹤0.01%
+12,603
625
$102K ﹤0.01%
+10,702
23 24
25
26 27